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"Packaging" in this context means taking the wafer of compute die (made in Arizona), dicing it up into individual die, mounting it onto a silicon interposer (an even bigger die, no idea where that's made, but probably taiwan) along with a bunch of HBM die, then mounting that Si interposer on a somewhat larger, very fine-pitched circuit board ('substrate') that is essentially a breakout for power and high-speed I/O from the compute die. That thing is the packaged 'CoWoS' system, where CoWoS==Chip-on-wafer-on-substrate, that eventually gets attached to a 'normal' PCB.


What I've always wondered was, how is it possible to do this process (or well, the less advanced version of it, for smaller/older chips) cheaply/at massive scale, for those ICs that cost a few cents in bulk?

Like, scaling wafer (die?) production to insanely low costs makes intuitive sense. The input is sand, the process itself is just easily-parallellizable chemistry and optics, and the output is a tiny little piece of material.

But packaging sounds as though it requires intricate mechanical work to be done to every single output chip, and I just can't wrap my head around how you scale that to the point where they cost a few cents...


This sounds like a complex procedure. Are there currently alternative packaging facilities that could do this work, if Taiwan were locked into kinetic war?




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